CWM

Concert Wealth Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$823M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$3.95M
3
+$2.9M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.71M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.58M

Top Sells

1
+$2.68M
2
+$1.83M
3
+$1.58M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.51M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.43M

Sector Composition

1 Technology 11.04%
2 Healthcare 7.49%
3 Financials 6.66%
4 Consumer Discretionary 6.15%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.41M 0.29%
23,118
-1,232
77
$2.39M 0.29%
48,174
+37,538
78
$2.38M 0.29%
52,455
+16,462
79
$2.35M 0.29%
338,040
+888
80
$2.3M 0.28%
53,351
-557
81
$2.3M 0.28%
18,179
+251
82
$2.28M 0.28%
117,373
-18,392
83
$2.28M 0.28%
72,614
-61
84
$2.27M 0.28%
58,207
-667
85
$2.27M 0.28%
89,649
+3
86
$2.25M 0.27%
25,896
-571
87
$2.23M 0.27%
19,971
+1,881
88
$2.23M 0.27%
1,534
+41
89
$2.21M 0.27%
1,291,960
-98,640
90
$2.13M 0.26%
41,634
+2,402
91
$2.13M 0.26%
67,352
+663
92
$2.11M 0.26%
53,358
+45,680
93
$2.1M 0.25%
49,828
-2,618
94
$2.06M 0.25%
18,554
+680
95
$2.05M 0.25%
29,962
+13,772
96
$2.04M 0.25%
62,408
+12,088
97
$2.04M 0.25%
24,233
-5,017
98
$2.02M 0.25%
196,364
+89,049
99
$2.01M 0.24%
37,612
+2
100
$2M 0.24%
81,535
+3,400
2 3
4
5 6